Part-Time Administrative Assistant for Financial Advisers

McIntyre, Freedman & Flynn Investment Advisers, Inc.; Orleans (MA); On-site; USD 25,000 - 44,000; Part time

Job summary

McIntyre Freedman & Flynn Investment Advisers, Inc. is seeking a part-time Administrative Assistant for our Orleans, MA office.

You will support investment advisers by handling daily office operations, greeting visitors, answering and routing calls, and organizing client files to ensure smooth client service. Responsibilities include calendar management, basic correspondence preparation, data entry, document scanning, mail distribution, and other clerical tasks while maintaining confidentiality

Qualifications

• Experience in administrative support and executive assistance.
• Excellent phone etiquette and professional communication with clients, colleagues and vendors.
• Strong clerical skills: filing, data entry, document preparation and records management.
• Attention to detail, reliability, and ability to handle confidential information with discretion.
• Proficiency with common office software and basic office equipment.
• On-site work in Orleans, MA and ability to manage multiple tasks in a small office.
• Prior experience in professional/financial services settings preferred.

Responsibilities

• Manage daily office operations and greet visitors.
• Handle incoming calls and professionally route inquiries.
• Maintain calendars and organize client files.
• Prepare basic correspondence and documents.
• Assist with data entry, scanning, mail distribution, and other clerical tasks.

Skills

Admin assistance

Executive support

Phone etiquette

Clerical skills

Attention to detail

Discretion

Office software

Job description

McIntyre Freedman & Flynn Investment Advisers, Inc. is seeking a part-time Administrative Assistant for our Orleans, MA office.

You will support investment advisers by handling daily office operations, greeting visitors, answering and routing calls, and organizing client files to ensure smooth client service. Responsibilities include calendar management, basic correspondence preparation, data entry, document scanning, mail distribution, and other clerical tasks while maintaining confidentiality